Michael J. Weaver

Background

About Michael J. Weaver

With over 30 years of experience in the financial services industry, Mike Weaver enjoys guiding clients toward good choices that protect, grow and preserve their assets while helping them to achieve their financial goals. Mike works with owners of closely held businesses and key employees in the areas of business planning, protection and succession. His practice includes the design of specialized employer and employee benefits including qualified plans and non-qualified deferred compensation arrangements. In addition he works with high net worth individuals on personal investment management, protection and estate planning issues. Mike is a CERTIFIED FINANCIAL PLANNER TM, and a Chartered Advisor In Philanthropy from the American College. He is a member of the National Association of Insurance and Financial Advisors and has been named in Texas Monthly Magazine multiple years as a “Five-Star” Wealth Manager – Best in Client Satisfaction – for the Dallas/Fort Worth Area. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance. For more information on the FIVE STAR Award and the research/selection methodology go to Specialties- Income Protection Planning - Retirement Planning - Investment Planning - Estate Planning - College Funding - Business Succession Planning - Qualified Plan Advisory Services - Deferred Compensation Plans and Annuities Please note that current regulatory policy does not allow me to receive endorsements of skills and expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.